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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
901
Ritholtz Wealth Management
New York
$19.4M +$455K +1,784 +2%
AMBIA
902
Allen Mooney & Barnes Investment Advisors
Georgia
$19.3M -$566K -2,219 -3%
JIR
903
James Investment Research
Ohio
$19.1M -$95.9K -376 -0.5%
SG
904
Sienna Gestion
France
$19M -$1.21M -4,747 -6%
PNAA
905
Pictet North America Advisors
Switzerland
$19M +$838K +3,286 +4%
BBI
906
Baxter Bros Inc
Connecticut
$19M -$264K -1,037 -1%
TFA
907
Teamwork Financial Advisors
Texas
$19M +$2.61M +10,229 +15%
WANY
908
Wealthspire Advisors (New York)
New York
$19M -$301K -1,180 -2%
QCG
909
Quadrant Capital Group
Ohio
$18.9M +$7.56M +29,638 +62%
TCM
910
Tufton Capital Management
Maryland
$18.8M -$863K -3,385 -4%
FFBTD
911
First Financial Bank - Trust Division
Ohio
$18.7M -$2.11M -8,283 -10%
CWM
912
Cabot Wealth Management
Massachusetts
$18.7M -$4.21M -16,511 -18%
S
913
SignatureFD
Georgia
$18.7M +$42.8K +168 +0.2%
AAM
914
Advisors Asset Management
Colorado
$18.6M -$397K -1,559 -2%
LWIC
915
Leith Wheeler Investment Counsel
British Columbia, Canada
$18.6M +$856K +3,356 +5%
FFP
916
FourThought Financial Partners
Florida
$18.6M -$560K -2,196 -3%
PS
917
Principal Securities
Iowa
$18.6M +$84.1K +330 +0.4%
NSAM
918
North Star Asset Management
Wisconsin
$18.6M +$121K +473 +0.6%
DT
919
Diversified Trust
Tennessee
$18.6M +$255K +1,000 +1%
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.5M -$426K -1,670 -2%
CB
921
Community Bank
New York
$18.4M -$254K -996 -1%
SW
922
SlateStone Wealth
Florida
$18.3M +$430K +1,685 +2%
FPAS
923
Focus Partners Advisor Solutions
Missouri
$18.3M +$2.13M +8,360 +13%
GI
924
GLOBALT Investments
Georgia
$18.3M -$54K -212 -0.3%
CIA
925
CCM Investment Advisers
South Carolina
$18.3M -$2.76M -10,824 -13%